Crypto portfolio update
I’m dropping SUI from the watchlist and adding MONAD.
In the beginning of a bull run you need to understand 2 things:
  • look for the tokens who show real strength
  • Don’t stay attach for the coins who should show strength
SUI is a valuable project, but on shorter term (this year), we need to watch closely not only the crypto projects that are solid but also how what the chart is telling us.
I will split the crypto portfolio in 2 parts:
  1. A macro crypto compass (for passive long term holdings)
  2. A tactical (active) allocation
More on this in the next days.
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Saâd Dhif
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Crypto portfolio update
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